Rick Larsen Stock Portfolio

Simulatedⓘ

Democratic · House · WA

Rick Larsen's stock portfolio and returns vs the S&P 500, built from publicly disclosed congressional trades. Simulated using FIFO position matching and time-weighted returns.

Portfolio Value

$225K

Unrealized P&L

$39K

+21.1%

Realized P&L

-$9K

Open Positions

Performance vs S&P 500

-6.0%

SPY +0.6%

α -6.6%

+0.9%

SPY +4.6%

α -3.7%

+5.7%

SPY +21.1%

α -15.4%

+1.4%

SPY +15.8%

α -14.4%

+22.9%

SPY +80.0%

α -57.1%

+23.0%

SPY +72.7%

α -49.7%

All

+42.9%

SPY +111.2%

α -68.4%

Head-to-head with S&P 500

Live Holdings25 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
COST	Costco Wholesale Corporation	23	$352.48	$904.59	$21K	9.1%	+156.6%
GS	The Goldman Sachs Group Inc	17	$465.61	$937.32	$16K	7.1%	+101.3%
ESS	Essex Property Trust, Inc.	56	$287.55	$274.33	$15K	6.8%	-4.6%
GOOGL	Alphabet Inc	41	$195.49	$338.11	$14K	6.1%	+73.0%
MRK	Merck & Co Inc	86	$93.01	$148.15	$13K	5.7%	+59.3%
MSI	Motorola Solutions Inc	27	$292.74	$462.14	$13K	5.6%	+57.9%
MA	Mastercard Inc	20	$393.96	$559.61	$11K	5.0%	+42.0%
META	Meta Platforms Inc	12	$648.69	$747.70	$9K	4.1%	+15.3%
AXP	American Express Co	30	$262.36	$302.01	$9K	4.1%	+15.1%
WMT	Walmart Inc	78	$102.70	$110.39	$9K	3.8%	+7.5%
DRI	Darden Restaurants Inc	40	$199.77	$214.64	$9K	3.8%	+7.4%
MMC	Marsh & McLennan Companies Inc	47	$170.96	$182.70	$9K	3.8%	+6.9%
FDX	FedEx Corp	29	$275.51	$292.87	$9K	3.8%	+6.3%
SPGI	S&P Global Inc	20	$396.92	$408.01	$8K	3.6%	+2.8%
AEP	American Electric Power Co Inc	69	$115.66	$118.49	$8K	3.6%	+2.5%
CTAS	Cintas Corp	42	$188.72	$192.65	$8K	3.6%	+2.1%
SYK	Stryker Corp	29	$271.50	$273.16	$8K	3.6%	+0.6%
TGT	Target Corp	51	$156.96	$156.13	$8K	3.5%	-0.5%
WM	Waste Management Inc	37	$215.97	$208.07	$8K	3.4%	-3.7%
PAYX	Paychex Inc	71	$112.88	$105.36	$7K	3.3%	-6.7%
ABT	Abbott Laboratories	60	$133.74	$103.13	$6K	2.7%	-22.9%
BR	Broadridge Financial Solutions Inc	35	$226.32	$163.59	$6K	2.6%	-27.7%
GD	General Dynamics Corp	4	$228.98	$343.76	$1K	0.6%	+50.1%
UNP	Union Pacific Corporation	2	$207.24	$275.36	$635	0.3%	+32.9%
UNH	Unitedhealth Group Inc	1	$469.65	$370.96	$548	0.2%	-21.0%

About this simulation

This portfolio is a simulation built from publicly disclosed STOCK Act filings. Since politicians only report trade amounts as ranges (e.g., “$1,001 - $15,000”), we use the midpoint of each range and the closing price on the trade date to estimate share counts. Returns are calculated using Time-Weighted Return (TWR), the industry standard for measuring stock-picking skill independent of cash flow timing. Read the full methodology →